Form D · Hedge Fund

MeritOak Partners LP

Leesburg, VA · CIK 0001865391

Offering snapshot reported Mar 5, 2024 · SEC filing

Reported sold
$6.26M
Indefinite offering
Investors reported
10
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.13M$6.26MOct 5, 2021: $4,000,000.00Oct 5, 2021Oct 4, 2022: $6,095,000.00Oct 4, 2022Mar 5, 2024: $6,255,000.00Mar 5, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$6,095,000 → $6,255,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2024Amendment$6,255,000$160,000vs Oct 4, 202210SEC filing
Oct 4, 2022Amendment$6,095,000$2,095,000vs Oct 5, 202110SEC filing
Oct 5, 2021Initial$4,000,000No comparison5SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-415676

Source: Form D, filed Mar 5, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Merit Oak Capital Llc Executive, Promoter
Merit Oak Gp Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
19 E Market St Suite 100
Leesburg, VA, 20176